Core Viewpoint - Jim Cramer is bullish on Take-Two Interactive Software as it becomes the only major publicly traded pure-play U.S. video game company following the privatization of Electronic Arts and the acquisition of Activision Blizzard by Microsoft [1][2][3]. Company Overview - Electronic Arts is being taken private at a valuation of $55 billion, with the acquisition led by the Saudi Arabia Public Investment Fund, Silver Lake, and Affinity Partners [3]. - The acquisition of Activision Blizzard by Microsoft was completed for $69 billion in October 2023 after a lengthy regulatory review [3]. Market Position - Take-Two is now the only major publicly traded pure-play video game company in the U.S., which could lead to a premium valuation due to its scarcity [4]. - Cramer notes that the Xbox and PlayStation units of Microsoft and Sony, respectively, are part of larger tech companies, reducing their focus on video games [4]. Upcoming Releases - The anticipated release of "GTA 6" in May 2026 is a significant factor for Take-Two's bullish outlook, as it is one of the most awaited titles in decades [5]. - "GTA V," the last game in the franchise, has sold over 200 million copies since its release in 2013 [5]. Financial Performance - Take-Two recently raised its full-year forecast for net bookings due to expected demand for "GTA 6," with new player accounts for GTA Online increasing by 50% year-over-year [7]. - The NBA 2K franchise also shows strong performance, with "NBA 2K25" selling over 11.5 million units and daily active users up 30% year-over-year [8]. Stock Performance - Take-Two's stock trades at $259.88, with a year-to-date increase of 42% in 2025, and a 52-week trading range of $151.32 to $261.22 [10].